Asset Management - Internal Client Advisor (Internal Wholesaler) - Associate

At J.P. Morgan Asset Management, we believe investors deserve a partner they can trust to step up and deliver strong outcomes. From the largest institutional investors around the world to financial advisors around the corner, our clients rely on the power of perspective to solve their toughest challenges. Our clients trust us to manage over $2.7 trillion in assets under management, across 25 countries, to secure what matters most to the individuals, families, companies, and communities they serve. JP Morgan Asset Management Canada was established in 1982 and currently has over $34B CAD under management. We have offices in Vancouver, Toronto & Montreal and serve institutions, sub advisory clients, consultants and financial advisors across the country.

Job Summary

The Internal Client Advisor role is an integral position within the Subadvisory / Canada Advisor Team focused on helping to attract new clients and assets to the firm. Through product positioning with clients/prospects and competitive analysis/research, ICA's serve as a partner and an extension of the Client Advisor in helping to facilitate the sales and retention process for clients. This is an opportunity to join a successful/fast growing team and participate in the launch of a new line of business in Canada.
Job Responsibilities

• Proactively identifying new business opportunities by completing ongoing screens to assess our competitive positioning/advantages and staying abreast of current manager searches
• Developing and completing presentations for client and prospect meetings. Maximizing focus on prospecting, pitching and closing sales by owning certain parts of the sales process (legal, operational, marketing, etc.)
• Participating in and working with Client Advisors to prep for client meetings - both for new business opportunities and ongoing due diligence with clients
• Conducting research and bringing proactive ideas to the forefront for client and prospect firms
• Building relationships with and leveraging shared resources across Funds Management and the Portfolio Management teams to communicate and relay sales and market intelligence
• Providing Client Advisors and clients with analysis of the competitive landscape through use of analytical tools
• Coordinating information with Client Portfolio Managers for meeting preparation, client agendas, discussing client issues and gathering follow-up information
• Help coordinate & execute client events, roadshows, due diligence meetings, etc.
• Serve as primary point of contact for routine client needs and requests

Required Qualifications, capabilities and skills

• Excellent presentation skills - possess an ability to clearly present competitive analyses and material to clients and prospects
• Exceptional analytical skills - ability to analyze JPMorgan's and the competition's products and performance
• Effective communication skills as evidenced through presentations and client interaction on the phone and in meetings
• Resource Skills - demonstrate a command on how to find information and data in the firm by developing a strong network
• Proficient knowledge of technology applications such as the Microsoft Office Suite
• Strong attention to detail and organizational skills. Ability to run several projects simultaneously
• Strong capital markets acumen
• Ability to thrive in a fast paced environment

Preferred Qualifications, capabilities and skills:

• 2-5 years of relevant work experience
• CIM, CIMA, CFA preferred

Bilingual: French preferred